Planned Giving

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Donor Story - Deferred Gift Annuity
Deferred Gift Annuity
Several years ago Larry and Allison invested $30,000 in what they believed to be an attractive stock. It turned out to be a very wise decision....
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Personal Planner - Gifts of Cash
Gifts of Cash
Many people use their annual gift exclusion as part of an overall estate planning strategy. Sara: "We had a pretty good year this year. After all the financial changes...
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Washington News - IRS Phone Calls Peak on February 19
IRS Phone Calls Peak on February 19
Millions of Americans and their tax advisors are preparing their tax returns. Many have questions and will call the IRS. The peak day for IRS phone calls typically falls...
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